We recommend asking your IT department
Posted: Mon Dec 23, 2024 10:46 am
Content Management System (CMS) Visibility
One of the prerequisites I listed previously included the use of Salesforce CMS, this will be used to store and access content uploaded into Salesforce, situating all marketing content into one place.
In short, the CMS is your go-to for every single piece of content you will add into your emails and it's really easy to access as it's a Lightning experience app. But, it’s best not to think of it as an app’. The CMS can be accessed from multiple points in the whole Salesforce user interface, including the new email builder.
Eventually, Pardot and Salesforce will unite to work as a single instance, meaning marketing content will be stored in the CMS for easy access across Marketing and Sales users.
Accessing CMS Screenshot
Select a Channel
From the email setup, we can now select the channel that we created in the previous step (in the CMS).
Selecting a Channel in Filehosting Screenshot
The channel that is chosen will host specific content available for email templates and content.
Note: We can change the channel at any time, however, the content available in the Drag-and-Drop Editor is only linked to one channel at a time. If we choose to change the channel images in sent or scheduled emails will not be affected but future content will be linked to the new channel selected.
The final step in setting up the File Hosting stage is to head to the CMS channel, go to the dropdown menu, click edit and choose the CDN supported domain in domain settings’ and enable this.
Adjusting Channel Settings Screenshot After these steps are complete, we have access to the CMS for image sharing for our emails and a domain to send from.
This app is pre-enabled in Salesforce, however, if you are having egypt country code trouble seeing the tabs, you’ll need to ensure the tab visibility has been changed to “Default On” in the Setup settings.
Note: To use the new email builder, we must have a CMS Workspace and Channel created and any team member must be added as a “Contributor” for the channel (this will give them access to the content uploaded there).
File Hosting Screenshot
for help with this step or contacting one of our team members here at MarCloud Consulting.
User Access
Users need to have the correct permission set to enable them to manage emails and add CMS files to email content.
The first stage is to set a permission set in Salesforce. Navigate to Setup > User Access and select “Create Permission Set”.
To enable this permission set, we simply click the button and Salesforce
One of the prerequisites I listed previously included the use of Salesforce CMS, this will be used to store and access content uploaded into Salesforce, situating all marketing content into one place.
In short, the CMS is your go-to for every single piece of content you will add into your emails and it's really easy to access as it's a Lightning experience app. But, it’s best not to think of it as an app’. The CMS can be accessed from multiple points in the whole Salesforce user interface, including the new email builder.
Eventually, Pardot and Salesforce will unite to work as a single instance, meaning marketing content will be stored in the CMS for easy access across Marketing and Sales users.
Accessing CMS Screenshot
Select a Channel
From the email setup, we can now select the channel that we created in the previous step (in the CMS).
Selecting a Channel in Filehosting Screenshot
The channel that is chosen will host specific content available for email templates and content.
Note: We can change the channel at any time, however, the content available in the Drag-and-Drop Editor is only linked to one channel at a time. If we choose to change the channel images in sent or scheduled emails will not be affected but future content will be linked to the new channel selected.
The final step in setting up the File Hosting stage is to head to the CMS channel, go to the dropdown menu, click edit and choose the CDN supported domain in domain settings’ and enable this.
Adjusting Channel Settings Screenshot After these steps are complete, we have access to the CMS for image sharing for our emails and a domain to send from.
This app is pre-enabled in Salesforce, however, if you are having egypt country code trouble seeing the tabs, you’ll need to ensure the tab visibility has been changed to “Default On” in the Setup settings.
Note: To use the new email builder, we must have a CMS Workspace and Channel created and any team member must be added as a “Contributor” for the channel (this will give them access to the content uploaded there).
File Hosting Screenshot
for help with this step or contacting one of our team members here at MarCloud Consulting.
User Access
Users need to have the correct permission set to enable them to manage emails and add CMS files to email content.
The first stage is to set a permission set in Salesforce. Navigate to Setup > User Access and select “Create Permission Set”.
To enable this permission set, we simply click the button and Salesforce